Senior Relationship Manager
About The Position
We have been retained by a global private bank to recruit a Sr. Relationship Manager Southern Cone, covering Argentina and Chile. The role can be based in either Miami or NYC. Requirements: The selected person should have approximately 7-10 years + experience in a similar position, currently employed as a Relationship Manager, Private Banker or Wealth/Financial Advisor. The role will have a scope of responsibilities listed below and will report into the executive management of the company. Well experienced senior business development professional/Hunter with a solid financial background in International Wealth Management and Private Banking Will have a strong book of client business within the HNW/UHNW community, primarily in Argentina and Chile Well-connected in the marketplace from a client perspective and active in community events, meetings and other social functions locally to maximize potential face-time with perspective clients Very social, high energy and self-motivated Ability to communicate effectively with senior management and the perspective client Ability to multi-task and maintain a calm demeanor under pressure Self-motivated and organized Responsible for ensuring the retention of the clients they bring on, as well as some client management as needed. COMPENSATION: Top tier RM compensation plus strong bonus potential EDUCATION & LICENSING: Bachelors degree and/or equivalent education and related training. MBA desired. Series 7, 63, 65 or 66 licences CFP, CFA or other financial designations a plus
Requirements
- 7-10 years + experience in a similar position
- Currently employed as a Relationship Manager, Private Banker or Wealth/Financial Advisor
- Well experienced senior business development professional/Hunter with a solid financial background in International Wealth Management and Private Banking
- Strong book of client business within the HNW/UHNW community, primarily in Argentina and Chile
- Well-connected in the marketplace from a client perspective and active in community events, meetings and other social functions locally to maximize potential face-time with perspective clients
- Very social, high energy and self-motivated
- Ability to communicate effectively with senior management and the perspective client
- Ability to multi-task and maintain a calm demeanor under pressure
- Self-motivated and organized
- Bachelors degree and/or equivalent education and related training
- Series 7, 63, 65 or 66 licences
Nice To Haves
- MBA desired
- CFP, CFA or other financial designations a plus
Responsibilities
- Responsible for ensuring the retention of the clients they bring on
- Client management as needed
Benefits
- Top tier RM compensation plus strong bonus potential
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What This Job Offers
Job Type
Full-time
Career Level
Senior
